Matthew Shapiro
Matthew Shapiro is a registered investment advisor at Platform Technology Partners, based in Woodbury, NY, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 771 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PTP generally charges an annual fee based on a percentage of the average daily value of the assets being managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The fee is charged monthly or quarterly, in arrears, based on the average daily value of the assets. The total annual management fee is the sum of the program fee, advisory fee, and administration fee(s), and may not exceed 3.00%. PTP may invest client assets in private funds managed by PTP, which also incur asset-based management fees and potentially performance-based fees.
Location
135 Crossways Park Drive, Suite 404, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Employment History
Current Registrations
Platform Technology Partners
Previous Registrations
Sanford C. Bernstein & CO., LLC
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.